Use Quickli to run your loan calculations. BrokerEngine integrates with Quickli, so you can easily import raw data into a Quickli scenario and generate accurate results.
Contents
Prerequisites
To use the Quickli servicing calculator, you must integrate Quickli with BrokerEngine.
Opening a lead or deal
Open a lead or deal.
Go to the top of the page and click the Sync button.
In the drop-down, click the Quickli link.
If the Quickli option isn’t visible in the drop-down, check the BrokerEngine Integrations page to make sure it’s connected to your account.
BrokerEngine displays a popup window asking for scenario information. You can create a new scenario or use an existing one.
Creating a new scenario
Click the Create Scenario in Quickli button. The scenario name comes from the lead or deal. BrokerEngine copies all relevant information and displays a popup with a link to the new scenario.
Click the lead or deal name. A new browser tab displays. Confirm the details (e.g. Applicants, Income, etc.) copied across from BrokerEngine. Add information as required.
Linking to an existing scenario
Use this option if you already have a Quickli scenario. To use this option, you need the Quickli scenario ID.
In BrokerEngine, paste the Scenario ID into the field. Click Link Scenario.
A popup displays. Click the scenario name to view it in Quickli.
